Sugarloaf Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

Sugarloaf Wealth Management’s Portfolio WH Stock Details WH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$4.94K	Hold	49	–	–	﹤0.01%	575
2024 Q3	$3.83K	Hold	49	–	–	﹤0.01%	588
2024 Q2	$3.63K	Hold	49	–	–	﹤0.01%	551
2024 Q1	$3.76K	Hold	49	–	–	﹤0.01%	556
2023 Q4	$3.94K	Hold	49	–	–	﹤0.01%	561
2023 Q3	$3.41K	Hold	49	–	–	﹤0.01%	563
2023 Q2	$3.36K	Hold	49	–	–	﹤0.01%	580
2023 Q1	$3.33K	Hold	49	–	–	﹤0.01%	582
2022 Q4	$3.49K	Hold	49	–	–	﹤0.01%	619
2022 Q3	$4K	Hold	49	–	–	﹤0.01%	656
2022 Q2	$3K	Hold	49	–	–	﹤0.01%	680
2022 Q1	$4K	Hold	49	–	–	﹤0.01%	605
2021 Q4	$4K	Hold	49	–	–	﹤0.01%	626
2021 Q3	$4K	Hold	49	–	–	﹤0.01%	640
2021 Q2	$4K	Hold	49	–	–	﹤0.01%	632
2021 Q1	$3	Hold	49	–	–	﹤0.01%	653
2020 Q4	$3K	Hold	49	–	–	﹤0.01%	617
2020 Q3	$2K	Hold	49	–	–	﹤0.01%	625
2020 Q2	$2K	Hold	49	–	–	﹤0.01%	621
2020 Q1	$2K	Hold	49	–	–	﹤0.01%	621
2019 Q4	$3K	Buy	+49	New	+$2.72K	﹤0.01%	617

Other funds holding WH

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Sugarloaf Wealth Management's WH Position: Q4 2024 in Review

Sugarloaf Wealth Management held its Wyndham Hotels & Resorts (WH) position steady in Q4 2024 at 49 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Sugarloaf Wealth Management first reported a position in WH in Q4 2019 and has held it in 21 quarters since. 416 funds tracked by Wall St. Rank hold WH as of Q4 2024.

Sugarloaf Wealth Management held 49 shares of Wyndham Hotels & Resorts worth $4.94K as of Q4 2024.
Sugarloaf Wealth Management left its Wyndham Hotels & Resorts share count unchanged in Q4 2024.
Wyndham Hotels & Resorts made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #575 holding.
Sugarloaf Wealth Management first reported a position in Wyndham Hotels & Resorts in Q4 2019 and has held it in 21 quarters since.
416 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.